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A former displaced Pittsburgh steelworker, Roy brings more than 30 years of experience in the investment and insurance industry to Synergy Group. Since 1988, he has helped thousands of retirees and pre-retirees develop successful retirement strategies through his simple, yet powerful, approach.
Roy holds his Series 6 and 63 securities licenses as well as life, health and accident insurance licenses in Pennsylvania.
Roy has been a featured speaker for many local businesses and quoted in dozens of financial media outlets including CNBC, FoxNews and Bankrate.com.
In his spare time, Roy enjoys spending his time with his family, particularly his eight grandchildren.
Jason has worked at The Synergy Group as an advisor and marketing coordinator for over 14 years.
Jason holds a Bachelor of Arts from Pennsylvania State University, where graduated summa cum laude in advertising and public relations with a concentration in business and economics. An Investment Advisor Representative, Jason holds his Series 6, 63 and 65 licenses as well as life, health and accident insurance licenses in Pennsylvania.
Jason has conducted hundreds of financial workshops over the past 10 plus years. He has been featured in many media outlets, including Fox Business, MSNBC and The Investor News.
Jason loves spending time with his wife Danielle, as well as his four children Aidan, Tyler, Colton, and Brielle.
Terry came to Synergy Financial Group ten years ago after beginning his financial services career at the Great American Savings and Loan Association.
An Investment Advisor Representative, Terry has conducted hundreds of financial and retirement meetings over the years. He holds his Series 65 license as well as health, life and accident insurance licenses in Pennsylvania.
Outside of the office, Terry serves on the board of the First Evangelical Free Church of McKeesport and is a member of the Advisory Board of the Champion Christian Family and Children's Center in Donegal, Pennsylvania.
Terry and his wife, Laura, enjoy rooting for Penguins hockey, traveling, and visiting with their grandchildren in the Harrisburg area.
As advisor support and marketing director, Steve offers client and advisor support while also helping with retirement plan development and overseeing marketing operations.
Steve graduated from Point Park University and before he started a career in financial services, Steve worked in employee benefits and gained extensive marketing experience with a Fortune 500 company.
When Steve’s not at the office, he likes traveling and exploring new places with his wife Erin and hanging out with his dog, Nala.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at email@example.com or call us at 412-673-7760 today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
Investment advisory services offered through Global Financial Private Capital, an SEC-Registered Investment Adviser (“GFPC”). SEC registration does not imply a certain level of skill or training. Securities offered through GF Investment Services, LLC, Member FINRA/SIPC. (“GFIS”). Synergy Group Inc., GFPC and GFIS are not affiliated entities. One or more individuals at Synergy Group, Inc. are registered as investment adviser representatives of GFPC with certain state securities divisions. The[se] investment adviser representative[s] receive[s] compensation in exchange for soliciting investment advisory services provided by GFPC on behalf of Synergy Group Inc. clients. Additional information regarding the specific investment advisory services and products offered by GFPC can be found at GFPC’s separate website at http://gf-pc.com or within GFPC’s Form ADV Part 2A Brochure (also available on GFPC’s website) (the “Brochure”). One or more individuals at Synergy Group Inc. are registered representatives of GFIS and receive[s] compensation in exchange for the purchase or sale of securities.
In addition to providing certain investment advisory services on behalf of GFPC as described on GFPC’s separate website or Brochure or engaging in certain brokerage services as registered representatives of GFIS, individuals associated with Synergy Group Inc. and the Synergy Group Inc. itself may provide or offer to its clients certain other products or services outside GFPC’s supervision and control, including but not limited to, insurance-related advice, estate and tax planning products and services (“Other Services”). Website users are advised that these Other Services are provided and offered exclusively by Synergy Group, Inc. and are not endorsed, provided, offered or supervised by GFPC or its affiliates.
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